Basis

Work with Basis AI agents for accounting directly in Excel and Word.

In Excel, analyze data and edit workbooks. Follow citations in Basis-generated workbooks to supporting PDF or Excel files, and prepare a binder-ready copy when review is complete.

In Word, draft full documents from source files, including memos, client letters, reports, footnotes, and disclosures. Tie out and review existing documents, with suggested edits that keep you in control.

An active Basis account and subscription are required. Accounts and subscriptions are managed outside the add-in. Contact Basis to request access.